7IM AAP Moderately Adventurous Fund S Acc header image

7IM AAP Moderately Adventurous Fund S Acc

Fund

ISIN GB00BJBPWY47 / Valor null

NAV (2025-01-22)
GBP 1.81+0.15%

7IM AAP Moderately Adventurous Fund S Acc
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General Objective

The fund aims to provide capital growth with some income, investing at least 80% of its assets in equity and fixed income instruments using passive strategies, with the remaining 20% in assets such as cash and deposits for liquidity purposes.

Fund Exposure

The fund has no specific target market, asset class, or geographic sector, with an actively managed asset allocation for the entire portfolio. It invests in equity and fixed income instruments using passive strategies, as well as other asset classes such as property, commodities, and private equity indirectly through holdings in equities, investment trusts, warrants, exchange traded funds, or other funds.

Risks

This fund may not be appropriate for investors planning to withdraw their money within 5 years, as derivatives are used for investment purposes and to manage the risk profile of the fund. The fund's performance may be compared to the IA Mixed Investment 40-85% Shares, chosen as a representative comparator for its risk profile and asset types.

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Source

https://www.7im.co.uk/financial-adviser/investments/7im-fund-range/aap-funds

Tags:
capital growth passive strategies

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OTHER SHARE CLASSES OF THIS FUND

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Risk level

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7IM AAP Moderately Adventurous Fund D Acc
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7IM AAP Moderately Adventurous Fund C Inc
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110
0.15%GBP 1.88
7IM AAP Moderately Adventurous Fund C Acc
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Annual Return

-50%0%+50%

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110
0.16%GBP 2.35
7IM AAP Moderately Adventurous Fund S Inc
7IM AAP Moderately Adventurous Fund S Inc 7IM AAP Moderately Adventurous Fund S Inc
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Annual Return

-50%0%+50%

Risk level

110
0.16%GBP 1.54